LFASL
Lugano Financial Advisors SA (LFA)’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72M | Sell |
19,219
-359
| -2% | -$32.1K | 1.02% | 25 |
|
|
2025
Q1 | $1.6M | Sell |
19,578
-1,941
| -9% | -$159K | 1.09% | 28 |
|
|
2024
Q4 | $1.63M | Sell |
21,519
-963
| -4% | -$72.8K | 1.06% | 29 |
|
|
2024
Q3 | $1.88M | Hold |
22,482
| – | – | 1.28% | 25 |
|
|
2024
Q2 | $1.76M | Hold |
22,482
| – | – | 1.34% | 25 |
|
|
2024
Q1 | $1.8M | Sell |
22,482
-747
| -3% | -$59.7K | 1.31% | 25 |
|
|
2023
Q4 | $1.75M | Hold |
23,229
| – | – | 1.38% | 22 |
|
|
2023
Q3 | $1.6M | Buy |
23,229
+1,659
| +8% | +$114K | 1.37% | 21 |
|
|
2023
Q2 | $1.56M | Hold |
21,570
| – | – | 1.04% | 25 |
|
|
2023
Q1 | $1.54M | Sell |
21,570
-6,055
| -22% | -$433K | 1.17% | 24 |
|
|
2022
Q4 | $1.81M | Sell |
27,625
-2,060
| -7% | -$135K | 1.34% | 23 |
|
|
2022
Q3 | $1.66M | Hold |
29,685
| – | – | 1.31% | 24 |
|
|
2022
Q2 | $1.86M | Hold |
29,685
| – | – | 1.3% | 25 |
|
|
2022
Q1 | $2.18M | Sell |
29,685
-713
| -2% | -$52.5K | 1.46% | 26 |
|
|
2021
Q4 | $2.39M | Buy |
30,398
+1,530
| +5% | +$120K | 1.38% | 23 |
|
|
2021
Q3 | $2.25M | Sell |
28,868
-22
| -0.1% | -$1.72K | 1.48% | 25 |
|
|
2021
Q2 | $2.28M | Buy |
28,890
+2,200
| +8% | +$174K | 1.43% | 24 |
|
|
2021
Q1 | $2.03M | Sell |
26,690
-1,751
| -6% | -$133K | 1.42% | 23 |
|
|
2020
Q4 | $2.08M | Buy |
28,441
+3,467
| +14% | +$253K | 1.61% | 17 |
|
|
2020
Q3 | $1.62M | Buy |
24,974
+62
| +0.2% | +$4.03K | 1.51% | 18 |
|
|
2020
Q2 | $1.55M | Sell |
24,912
-6,160
| -20% | -$383K | 1.63% | 16 |
|
|
2020
Q1 | $2.1M | Sell |
31,072
-2,383
| -7% | -$161K | 1.89% | 13 |
|
|
2019
Q4 | $2.32M | Buy |
+33,455
| New | +$2.32M | 1.7% | 14 |
|
|
2019
Q2 | $2.32M | Buy |
35,362
+214
| +0.6% | +$14.1K | 1.44% | 13 |
|
|
2019
Q1 | $2.28M | Buy |
35,148
+34,688
| +7,541% | +$2.25M | 1.37% | 13 |
|
|
2018
Q4 | $31K | Hold |
460
| – | – | 0.02% | 144 |
|
|
2018
Q3 | $31K | Buy |
+460
| New | +$31K | 0.02% | 144 |
|